2024 Playbook Series #1, Session #2: How To Employ AI in 2024-Session recording

Video Transcription

Video Summary

In the video transcript, financial advisors discuss the use of AI tools in their practice. They mention tools like Chat GPT and Jasper AI for content creation, note-taking, and meeting organization. Other tools like Grammarly, Consensus.AI, and ChatPDF are used for research and writing. They also highlight the importance of finding tools that address specific pain points, such as automating client engagements and streamlining financial planning processes. Additionally, the panelists discuss the potential future applications of AI in areas like personalization of chatbots, scheduling and calendaring tools, and risk profiling for clients. They emphasize the need for advisors to adapt to these technologies to stay competitive in the industry.

Keywords

financial advisors

AI tools

Chat GPT

Jasper AI

Grammarly

Consensus.AI

ChatPDF

automating client engagements

streamlining financial planning processes